H&J Blog

symposium-guest-speaker-madison-wi
Madison, Wisconsin, April 20, 2018: Horn & Johnsen SC is pleased to announce the company’s associates have been invited to speak at a national symposium in August. The Wisconsin-based estate planning firm works with clients on a variety of issues to help them confidently and securely plan for their future. Since lawyers John Horn and
estate-planning-madison-wi
A professional woman living in California recognized that her elderly mother in the Midwest needed assistance. Distance limited her own ability to assist, so she visited her mother, interviewed prospective caregivers, and hired in-home help. She then returned to the west coast, confident that her mother could remain comfortably at home and would be well
spare-tire-provisions-trusts-estate-planning-madison-wi
Well-drafted and comprehensive trusts should contain certain language we often refer to as “spare tire” provisions. For example, you might not have any beneficiaries now who are receiving government benefits based on a disability. Things such as Supplemental Security Income (SSI) or Medicaid. The reality is that we are all one accident away from disability.
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A Rising Attorney We are pleased to announce that Attorney Dera Johnsen-Tracy of Horn & Johnsen SC has been selected to the 2017 Wisconsin Rising Stars list (this is her second year in a row). This is an exclusive list, recognizing no more than 2.5 percent of the lawyers in the state. Super Lawyers, part
transition-therapy
In the simplest of terms, transitions are difficult because we unconsciously or even consciously resist change, which involves adjustments that we are not prepared to encounter. We will all face this at some point in our lives. One aspect of transition is the uncertainty with what to do with an aging parent? While aging is

Texas Court Strikes Down Obama Overtime Rule

No change to Fair Labor Standards Act Last week District Court Judge Amos Mazzant in Plano, Texas ruled that recent overtime changes to the Fair Labor Standards Act would not be implemented. You may have heard about this and even been preparing. The changes would have increased the minimum wage for application of the rule
The Dilemma of Jointly Owned Real Estate All too often, parents with good intentions leave real estate to multiple children as co-owners. This can be done through lifetime gifting (i.e., through a quit claim deed) or upon death through a transfer on death deed, by will or by trust. Unfortunately, this strategy often creates family
Attorney Dera Johnsen-Tracy will present “Avoid the Top 5 Mistakes Made by Women Entrepreneurs” on September 26, 2017 at the Wisconsin Women Entrepreneurs dinner at the Thirst Goat in Fitchburg. Members and non-members are welcome to attend. For details, or to register, Click Here The post Avoid the Top 5 Mistakes Made by Women Entrepreneurs
animal-trust-estate-planning
The Problem Wisconsin law views our horses and other pets/animals as property. Without written instructions of your wishes, no legal protections exist for your “property.” You cannot leave money or property directly to your animal(s), and informal arrangements are not legally enforceable. What’s the solution? Formally incorporate your four-legged family members into your estate plan! Essential Estate

When is it too late for Estate Planning?

A Trip to Mexico I recently took a trip to central Mexico to visit my parents, who have retired there. While eating breakfast at a restaurant in the Mérida airport upon our arrival my husband asked my 96-year-old grandmother, who was diagnosed several years ago with Alzheimer’s disease and now lives with my parents, “So Mary,

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